Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,250 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2021
Institutional positions in Microsoft Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,989
- +39 vs. Q1 2021
- Shares held
- 5.29B
- −8.76M (−0.2%) vs. Q1 2021
- Total value
- $1.43T
- +$185.8B (+14.9%) vs. Q1 2021
- New holders
- 133
- 1,807 more added
- Sold out
- 94
- 1,718 more reduced
55 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,250 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 17,256 | $4.67M | 1.39% | +352+2.1% | Added |
| Martin Capital Partners, LLC | 17,223 | $4.67M | 2.37% | +120+0.7% | Added |
| Beaton Management Co. Inc. | 17,176 | $4.65M | 2.96% | +100+0.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 17,139 | $4.64M | 1.30% | +1,082+6.7% | Added |
| Full Sail Capital, LLC | 17,101 | $4.63M | 0.42% | −1,878−9.9% | Reduced |
| Optimal Asset Management, Inc. | 17,100 | $4.63M | 0.55% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 17,070 | $4.62M | 2.41% | −1,725−9.2% | Reduced |
| Intrua Financial, LLC | 16,092 | $4.62M | 1.10% | +496+3.2% | Added |
| Werlinich Asset Management, LLC | 17,046 | $4.62M | 3.73% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 17,044 | $4.62M | 2.48% | +401+2.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 16,311 | $4.61M | 2.80% | −153−0.9% | Reduced |
| Taylor Hoffman Wealth Management | 17,007 | $4.61M | 1.99% | +748+4.6% | Added |
| United Maritime Capital LLC | 17,000 | $4.61M | 3.49% | +800+4.9% | Added |
| Successful Portfolios LLC | 16,976 | $4.60M | 2.79% | +50+0.3% | Added |
| Advisory Research Inc | 16,953 | $4.59M | 0.30% | +561+3.4% | Added |
| Global Trust Asset Management, LLC | 16,914 | $4.58M | 2.18% | +1,408+9.1% | Added |
| KG&L Capital Management,LLC | 16,876 | $4.57M | 2.09% | +2,421+16.7% | Added |
| D.B. Root & Company, LLC | 16,737 | $4.53M | 1.69% | −308−1.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,731 | $4.53M | 0.73% | +175+1.1% | Added |
| EPG Wealth Management LLC | 16,721 | $4.53M | 1.92% | +992+6.3% | Added |
| Newport Wealth Strategies, Inc. | 16,702 | $4.53M | 2.62% | −198−1.2% | Reduced |
| Concord Wealth Partners | 16,678 | $4.52M | 1.30% | +12+0.1% | Added |
| Clarity Financial LLC | 16,630 | $4.50M | 0.87% | −19,996−54.6% | Reduced |
| Almanack Investment Partners, LLC. | 16,628 | $4.50M | 0.43% | −831−4.8% | Reduced |
| Legacy Financial Advisors, Inc. | 16,622 | $4.50M | 1.14% | −195−1.2% | Reduced |
| Watchman Group, Inc. | 16,591 | $4.50M | 2.62% | +310+1.9% | Added |
| First National Bank of South Miami | 16,583 | $4.49M | 3.07% | +847+5.4% | Added |
| GSB Wealth Management, LLC | 16,530 | $4.48M | 1.39% | +196+1.2% | Added |
| Fiducient Advisors LLC | 16,511 | $4.47M | 1.39% | −1,100−6.2% | Reduced |
| Castleview Partners, LLC | 16,506 | $4.47M | 1.96% | +16,506 | New |
| MONECO Advisors, LLC | 16,501 | $4.47M | 2.06% | −2,770−14.4% | Reduced |
| tru Independence LLC | 16,493 | $4.47M | 1.32% | −12,711−43.5% | Reduced |
| Citadel Investment Advisory, Inc. | 16,484 | $4.47M | 2.76% | −355−2.1% | Reduced |
| CoreFirst Bank & Trust | 16,476 | $4.46M | 3.04% | −90−0.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,465 | $4.46M | 3.19% | +28+0.2% | Added |
| Fort Point Capital Partners LLC | 16,463 | $4.46M | 0.87% | +663+4.2% | Added |
| SkyOak Wealth, LLC | 16,424 | $4.45M | 1.19% | +234+1.4% | Added |
| Shayne & Co., LLC | 16,398 | $4.44M | 2.49% | −155−0.9% | Reduced |
| Capital Insight Partners, LLC | 16,390 | $4.44M | 1.00% | −224−1.3% | Reduced |
| Wolff Wiese Magana LLC | 16,367 | $4.43M | 3.16% | +471+3.0% | Added |
| Vigilare Wealth Management | 16,311 | $4.42M | 2.68% | +774+5.0% | Added |
| Terra Nova Asset Management LLC | 16,276 | $4.41M | 3.79% | −1,069−6.2% | Reduced |
| Bienville Capital Management, LLC | 16,245 | $4.40M | 1.41% | +3,300+25.5% | Added |
| Legacy Advisors, LLC | 16,235 | $4.40M | 1.79% | −341−2.1% | Reduced |
| Wedgewood Investors Inc | 16,233 | $4.40M | 5.54% | −300−1.8% | Reduced |
| Mitchell Sinkler & Starr | 16,218 | $4.39M | 4.00% | +400+2.5% | Added |
| Delphi Financial Group, Inc. | 16,200 | $4.39M | 1.20% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 16,201 | $4.39M | 1.27% | +1,216+8.1% | Added |
| CAMG Solamere Management, LLC | 16,162 | $4.38M | 3.78% | −3,403−17.4% | Reduced |
| Ssi Investment Management LLC | 16,168 | $4.38M | 0.28% | −64−0.4% | Reduced |
| Fortis Capital Management LLC | 16,146 | $4.37M | 2.26% | +41+0.3% | Added |
| Thomas White International Ltd | 16,140 | $4.37M | 0.60% | +861+5.6% | Added |
| Secure Asset Management, LLC | 16,115 | $4.37M | 2.21% | +1,081+7.2% | Added |
| Red Spruce Capital, LLC | 16,110 | $4.36M | 2.58% | −42−0.3% | Reduced |
| Roof Eidam & Maycock | 16,098 | $4.36M | 1.63% | −85−0.5% | Reduced |
| MU Investments Co., Ltd. | 16,090 | $4.36M | 4.67% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,086 | $4.36M | 0.97% | +146+0.9% | Added |
| MV Capital Management, Inc. | 16,065 | $4.35M | 0.74% | +2,194+15.8% | Added |
| Patron Partners Advisors, LLC | 16,043 | $4.35M | 3.27% | −1,638−9.3% | Reduced |
| Collective Family Office LLC | 16,018 | $4.34M | 1.85% | −598−3.6% | Reduced |
| CVA Family Office, LLC | 15,993 | $4.33M | 1.23% | +5,364+50.5% | Added |
| Investors Asset Management of Georgia Inc | 15,980 | $4.33M | 2.33% | −150−0.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 15,900 | $4.31M | 1.60% | +509+3.3% | Added |
| Westshore Wealth, LLC | 15,877 | $4.30M | 2.21% | +367+2.4% | Added |
| Courage Capital Management LLC | 15,861 | $4.30M | 2.58% | +8,361+111.5% | Added |
| Harvey Investment Co LLC | 15,843 | $4.29M | 0.57% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 15,796 | $4.28M | 2.25% | −68−0.4% | Reduced |
| Trustco Bank Corp N Y | 15,768 | $4.27M | 3.84% | −3,167−16.7% | Reduced |
| JBJ Investment Partners, LLC | 15,770 | $4.27M | 0.88% | −500−3.1% | Reduced |
| Ar Asset Management Inc | 15,750 | $4.27M | 1.19% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,561 | $4.26M | 0.39% | +931+6.8% | Added |
| Blackhawk Capital Partners LLC. | 18,062 | $4.26M | 2.88% | +656+3.8% | Added |
| Spotlight Asset Group, Inc. | 15,705 | $4.25M | 1.64% | −82−0.5% | Reduced |
| Armor Advisors, L.L.C. | 15,679 | $4.25M | 1.84% | −28,093−64.2% | Reduced |
| Demars Financial Group, LLC | 15,634 | $4.24M | 2.55% | +534+3.5% | Added |
| Alta Wealth Advisors LLC | 15,621 | $4.23M | 3.10% | −166−1.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 15,610 | $4.23M | 1.68% | −138−0.9% | Reduced |
| Aull & Monroe Investment Management Corp | 15,606 | $4.23M | 2.01% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 15,600 | $4.23M | 4.41% | +7,300+88.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 15,589 | $4.22M | 2.36% | −331−2.1% | Reduced |
| Capital Advantage, Inc. | 15,585 | $4.22M | 1.11% | −34−0.2% | Reduced |
| Carl P. Sherr & Co., LLC | 15,586 | $4.22M | 2.90% | +161+1.0% | Added |
| Sax Wealth Advisors, LLC | 15,578 | $4.22M | 1.45% | −584−3.6% | Reduced |
| Am Investment Strategies LLC | 15,565 | $4.22M | 1.08% | +2,523+19.3% | Added |
| Cozad Asset Management Inc | 15,535 | $4.21M | 0.66% | −1,820−10.5% | Reduced |
| Evermay Wealth Management LLC | 15,505 | $4.20M | 0.78% | −627−3.9% | Reduced |
| Perkins Capital Management Inc | 15,493 | $4.20M | 2.38% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 15,487 | $4.20M | 2.34% | +1,660+12.0% | Added |
| Southeast Asset Advisors Inc. | 15,478 | $4.19M | 0.69% | −771−4.7% | Reduced |
| KCS Wealth Advisory | 15,474 | $4.19M | 1.97% | +1,776+13.0% | Added |
| Shoker Investment Counsel, Inc. | 15,452 | $4.19M | 2.09% | −14−0.1% | Reduced |
| Ashford Capital Management Inc | 15,417 | $4.18M | 0.38% | −8−0.1% | Reduced |
| Rock Creek Group, LP | 15,390 | $4.17M | 0.62% | +4,159+37.0% | Added |
| Red Cedar Investment Management, LLC | 15,371 | $4.16M | 0.55% | 00.0% | Unchanged |
| Addison Capital Co | 15,363 | $4.16M | 2.03% | +3,036+24.6% | Added |
| Financial Consulate, Inc | 15,361 | $4.16M | 1.50% | −60.0% | Reduced |
| Financial Consulate Inc. | 15,361 | $4.16M | 1.50% | +15,361 | New |
| West Oak Capital, LLC | 15,346 | $4.16M | 1.64% | −93−0.6% | Reduced |
| Sittner & Nelson, LLC | 15,345 | $4.16M | 2.93% | −50−0.3% | Reduced |
| Blue Zone Wealth Advisors, LLC | 15,342 | $4.16M | 1.56% | +198+1.3% | Added |